special situations
4 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Feb 13, 2023 by Jose Feliciano · across every show →
Everything said about special situations, oldest first
Feb 13, 2023 bullish
Clearlake's pipeline shifted heavily toward special situations and structured capital
“So our pipeline right now is used to a little bit more into Special situations that may be bespoke transactions where we are basically providing either some type of debt instrument or structured equity instrument to a company to enable something, liquidity, ac…”
Feb 13, 2023
Feliciano: Special situations and private equity run on inverse economic cycles
“Over my time of time, one of the things that I noticed is that because we were more over special situations, there were times in the cycle that we were very missing. There were some really interesting opportunities, but there were other times in the economic c…”
Mar 24, 2025 bearish
Dietrich heavily targets special situations buyouts anticipating market distress
“Most recently, I'd say the last five or six years, We've been really leaning in on the special situation subsector within buyouts because we think there's going to be some challenges ahead and some shoes are going to fall.”
Sep 15, 2025 neutral
Meli: Spinoffs and special situations have become priced more rationally
“You didn't used to have dedicated distress funds of the size you have today. The special situations were really interesting. The Joel Greenblatt stuff. You could see a spinoff, a big fund house would get a stock, sell the stock, Indiscriminately. And you could…”